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Winterthur is moving into the offshore market with the launch of an investment bond and discounted gift scheme. Provided by Axa Isle of Man, the new Winterthur International business is offering a unit-linked single premium investment bond for life or capital redemption to be available with a range of trusts. The company is also launching […]

Positive Solutions chief executive Jim Reeve has conceded that training support and communication during the rollout of the firm’s True Potential platform were “inadequate” and “uncoordinated” but has also criticised some partners for their own lack of preparation and negative attitude.At Positive Solutions’ National Partners Forum in Birming-ham last week, Reeve acknowledged that advisers have […]

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HM Revenue & Customs has published guidance on how new income tax bands in Scotland will affect pension schemes and their members. The note is a response to the Scottish Government’s confirmation it will introduce five income tax bands for 2018/19. Pension savers in Scotland currently receive pension tax relief at their marginal rate but […]

SimplyBiz Group is considering an initial public offering of £150m on the London Stock Exchange. According to a Reuters report, the potential float could value the company between £140m and £155m and is expected to raise £30m of new money. SimplyBiz joint group chief executive Matt Timmins confirms the business has recently appointed Zeus Capital as […]

Brewin Dolphin has been ranked the preferred DFM in a Money Marketing survey of advisers and paraplanners, well ahead of the next most favoured, Quilter Cheviot. Thirty-three per cent of respondents listed the business as their preferred DFM, followed by 10.2 per cent responding in favour of Quilter Cheviot. LGT Vestra, Brooks Macdonald and Parmenion […]